Investment Management and Financial Planning Services

Objective advice to help you make the best decisions possible

Investment Management and Financial Planning Services

Objective advice to help you make the best decisions possible

Welcome to SFM

SFM is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions and other specialized services. Our firm understands the level of trust a person places in his/her financial manager and makes a commitment to always be true to that fiduciary role. We will exhibit the same level of care and concern for your financial affairs as we do for our own families' assets.

Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you.

SFM, LLC is a registered investment advisor with the United Stated Securities and Exchange Commission (SEC).

What is your Risk Number?

SFM Observer

Sweeney Financial Management A concise review of the month in investment markets. Issued: September 4, 2019 The Dow closed the month of August at 26,403 for a monthly loss of -461 points or -1.7%. The major news in the investment markets this month were fits and starts pertaining to the trade war with China. When tensions increased, the market fell. When tensions eased, the market rallied. Interest rates fell during the month leading to concerns...

Sweeney Financial Management A concise review of the month in investment markets. Issued: August 6, 2019 The Dow closed the month of July at 26,864 for a monthly return of 264 points or 1.0%. The major tech companies have been in the news this month as various government agencies are investigating their business practices and looking into privacy concerns and how consumer data is being used and sold. At the end of the month, the...

Sweeney Financial Management A concise review of the month in investment markets. Issued: July 3 rd , 2019 The Dow closed the month of June at 26,600 for a monthly return of 785 points or 3.2%. A rally in June reversed the drop we experienced in May and put the market back on an upward trajectory. The Federal Reserve indicated that they were more likely to lower interest rates than to raise interest rates, and...

About Us

SFM, LLC was founded by Glenn Sweeney in 1998 to help individuals, families, and small businesses obtain objective, unbiased, and honest financial advice. Glenn spent the first seven years of his career working for a large, New Hampshire CPA firm before he decided to migrate from accounting to finance. He went on to spend the next ten years as the Vice President of Denmor Companies where he managed a multimillion dollar investment account for a wealthy entrepreneur. From here, he earned his CFA Charter and founded SFM; that was nearly nineteen years ago. Since the inception of SFM, Glenn has assembled a trustworthy team of financial professionals to support him in providing clients with financial stability.

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SFM, LLC ("SFM") is a registered investment advisory firm with New Hampshire, Massachusetts, and Florida. SFM and its representatives are in compliance with current registration and/or filing notice requirements. SFM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusions from registration requirements. SFM's web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, SFM's web site on the Internet should not be construed by any consumer and/or perspective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Additional information is also available on the internet at www.adviserinfo.sec.gov. Our searchable IARD number is 116564. A copy of SFM's Part 2 of Form ADV is available upon written request. SFM does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to SFM's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.